About Us

Simon Financial Company LLC was founded by Donald J. Simon in 1981.  Our clients include 350+ companies (blue collar to high tech), law and accounting firms.

Don has a Certificate in Leadership from Harvard University/EDX®. Don is a Chartered Financial Consultant (ChFC®) with The American College, King of Prussia, Pennsylvania. This knowledge coupled with his 34+ years of experience demonstrates a serious commitment to his clients success. Don also built from scratch a substantial Employee and Executive Benefits practice that was successfully sold to a competitor. Don now specializes in a unique way for law and accounting firms to differentiate from competing firms to attract and retain highly qualified attorneys and accountants. Don has a team of five professionals who do back office technical work to support our law and accounting firm clients, each with 20+ years experience.

Don has a B.A. in Business Administration from Oglethorpe University, Atlanta Georgia and is the author of the book The Zen of Personal Finance. Don is an active Member of the Dorchester and Talbot County Chamber of Commerce and SHRM Annapolis MD. When not working Don enjoys sailing and having fun with his son Josh, his partner Melinda and thier children Scarlett and Althea.

Simon Financial Company LLC  419 Leonards Lane Cambridge MD 21613